This article provides an overview of the functions available under the More Actions option in each row of the Payments Results List. Users will learn how to add refunds, reassign payments, and print or send invoices and receipts.
Navigation:
Main Menu → Clients → Client Info → Payments → More Actions
Applies To: InvoiceB and InvoiceC Payment Methods
Overview
The More Actions menu in the Payments Results List allows users to perform the following actions:
- Add refunds for payments.
- Reassign payments to different invoices or courses.
- Print or email invoices and receipts.
Functions
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Add Refund:
- Opens the OnAccount/Refund function window to add a refund record for the payment in the selected row.
- If the original payment was made via credit card, electronic transaction details are copied to the refund record.
- If the original payment included a payer, payer details are also copied to the refund transaction.
- Note: This function is available only for InvoiceB and InvoiceC payment methods.
-
Reassign Payment:
- Moves an existing payment to a different invoice and course, either for the same or a different client.
- In multi-branch sites, this function is limited to the current branch.
- Note: This process is an actual move, not a copy, transfer, clone, or credit.
- Note: This function is available only for InvoiceB and InvoiceC payment methods.
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Print Invoice:
- Previews the invoice associated with the course in the selected row.
- The default receipt format can be set in the Branch Unit Defaults section.
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Print Receipt:
- Previews a receipt for the course in the selected row.
- The default receipt format can be set in the Branch Unit Defaults section.
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Send Receipt:
- Emails a receipt for the transaction in the selected row.
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Automatically selects the appropriate email template based on the transaction type:
- Purchases: Uses the purchase receipt template.
- Refunds: Uses the refund receipt template.
- If the Email Receipt Refund template does not exist, the default template is used.
See: Email Overview for additional details.
Key Notes
- The Add Refund and Reassign Payment functions are exclusive to InvoiceB and InvoiceC payment methods.
- Ensure default receipt formats and email templates are configured in the Branch Unit Defaults section to streamline invoice and receipt management.
Conclusion:
By utilizing the functions available in the More Actions menu, users can efficiently manage refunds, reassign payments, and handle invoices or receipts. For further assistance, refer to related articles or contact support.